Importing users and tasks

Importing users and tasks

Importing Users to a Board

You can add users in your network to a board by uploading a csv file with their email addresses.
  • Click the menu with three dots in the top-right corner of your Board header.
  • From the dropdown, select Import Users. Upload a csv file containing the email addresses of members to be added to the board.
  • The users are automatically added to your board.

Importing tasks to a Board

To import tasks to a board, you'll need a csv file containing the details of tasks to be added. You can export your tasks from other services like Trello, Meistertask, Asana as a csv file and then, upload the file to a Zoho Connect board through import.
  • Click the menu with three dots in the top-right corner of your Board header.
  • From the dropdown, select Import Tasks.
  • Upload the csv file.
  • Map the field in the csv file to the corresponding fields in the Board.
  • Once this is done, your tasks get imported to the Board.

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